Description:
Job Summary:
The Client Advocate is responsible for providing prompt, efficient, high-quality service to our broker partners, clients, and carrier resources.
Duties/Responsibilities:
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Gain knowledge of insurance products including but not limited to dental, life, disability, vision, accident, critical illness and medical
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Achieve expert understanding and maintenance in all Benefit Administration systems
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Assist the GIS Account Managers with employee enrollments and execution of new business
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Assist in managing the Client Advocate email and phone lines for incoming service requests
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Acknowledge service tickets within 1 business day, resolve service tickets within 3 business days, escalate if outside this timeline
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Attend Broker/Customer training calls with the GIS Account Manager for introductions and clean hand off to the Client Advocate Team
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Conduct portal refresher trainings as needed 120 days post effective date. Escalate all issues or misunderstandings to the Team Lead to address with appropriate sales parties.
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Attend stewardships or broker education calls for key accounts identified by office contacts
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Conduct customer/broker phone calls as frequently as possible to answer enrollment and billing processing questions, follow up calls with clear, concise meeting notes
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Provide support for renewals as needed
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Other administrative tasks as assigned by the Local GIS Office
Requirements:
Required Skills/Abilities:
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Must be able to work in a fast-paced environment
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The ideal candidate will be proficient with all methods of communication: in person, phone, and email
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Must have the ability to learn quickly
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Must have proficiency basics with Excel and the Microsoft Office Suite
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The candidate has a sense of urgency and takes pride in their work
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Must be comfortable in a team environment
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Must have the ability to articulate solutions to service issues
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The qualified candidate should have self-motivation, strong organizational, time management and follow-through skills, excellent communication skills both written and verbal, and the desire and ability to continually learn new products and services
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BS or BA degree is required
Physical Requirements:
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Prolonged periods of sitting at a desk and working on a computer
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Must be able to lift up to 15 pounds at times
